Salesforce CRM Analytics vs. Venngage

For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.

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I find it great for personal use especially when you are a visual person. As an assistant that needs a lot of organizing, it's wonderful. It helped me a lot and I usually don't require a lot of features. I also find it great for accessibility stuff, I respect that since I have a relative who has special needs. I didn't really need that specifically, but it's nice to know it was considered.

• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

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• Extremely user-friendly: simple, easy-to-follow interface really made ramping up on the offering incredibly fast and painless.
• Variety of templates: Venngage has a HUGE assortment of templates ranging from corporate reports and business decks to more visually-engaging, "fun" content such as infographics, awesome charts, and highly customizable social graphics.
• Brand-alignment: we really appreciated the opportunity to tee up our brand guidelines and have those remain on the back-end and let us apply our style guide to multiple templates instantaneously.

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• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

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Independently Invited by TrustRadius

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• It's hard to lock graphics into place in Venngage once you create something.
• Layering is next to impossible. The feature is there but is very difficult to use and most times the user is better off copying the object over instead
• Unless you have a business account (we have a professional account- middle grade) you cannot sort and organize your infographics. This is messy and cumbersome to go through and the price difference between professional and business grade accounts was quite large.

Incentivized

Independently Invited by TrustRadius

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I use Venngage for a new project 1-2 times per week... I could not see using another program at this point.

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Independently Invited by TrustRadius

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For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I find it very user friendly, straight to the point, and the minor issues I found wasn't really impacting on my role. So I think it would depend? but personally I find it perfect for me. There were lots of templates I could use, and they were very open to feedback and customer service was very accommodating.

I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

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Independently Invited by TrustRadius

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I think that the attention that I get as a small business owner from Venngage is excellent. They quickly respond to questions and provide information that helps to resolve the issue that I am having.

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An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

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Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We prefer Canva but feel Venngage is easier for us. In comparison to Adobe, we prefer Venngage because of the ability to have everything in one system and not have to jump around.

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• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

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• It was frustrating to be required to purchase a full month, not be able to download into PowerPoint and edit, and not be given a refund.